NBICX Mutual Fund
NBICX Mutual Fund
NBICX Mutual Fund
Columbia Capital Allocation Moderate Aggressive Portfolio Class C
NBICX Mutual Fund Overview
NBICX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class C) is managed by Columbia Threadneedle Investments with $60.9M in net assets. NBICX expense ratio is 1.74%, holding 39 positions across various sectors. Inception date: 1996-10-15.
NBICX performance shows a YTD return of 6.95%. The 1-year return is 9.82% and the 5-year return is 6.20%. NBICX dividend yield stands at 1.46%, paid quarterly.
NBICX top holdings include Columbia Core Bond Etf (13.9%), Columbia Contrarian Core Fund (12.7%), Columbia Cornerstone Equity Fd I3 (12.6%), Columbia Cornerstone Growth Fund (12.1%), Columbia Intrinsic Value Fd I3 (11.2%). Go to all NBICX holdings, NBICX sectors, or NBICX dividends.
NBICX can be compared against other funds. Use NBICX overlap to find shared positions, or NBICX vs another fund for a side-by-side view. NBICX alternatives are available via the screener, along with tax-loss harvesting opportunities.